Review and Update Estate Plan in the New Year

The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your legacy.
Facing the Future: Your Essential Estate Planning Guide

Let’s face it, thinking about the future can be daunting, but when it comes to estate planning, a little proactive effort now saves your loved ones a mountain of stress later. Here’s the ultimate guide to ensure your wishes are known, your assets are protected, and your legacy lives on. Take Control of Your Medical […]
Estate Planning Steps to Contemplate in 2025

Every year offers a chance to step back, recalibrate and plan for the year ahead, and 2025 is no different.
Discussing Estate Planning in the Holiday Season

Estate planning can be a tricky topic to bring up with loved ones, especially when distance is part of the equation.
How to Avoid a Will Contest in Six Steps

Good communication together with strategies like no-contest clauses and competency verification can help you avoid a will contest.
Why are Inheritance Conversations Necessary?

Death and money aren’t fun subjects to bring up over dinner. However, families who make time for that awkward chat now can spare deep regrets and potentially millions in lost dollars.
Do You Understand Veterans’ Benefits?

It’s important to understand the VA benefits available to you before you separate or retire from military service.
How Dia de los Muertos Can Improve Your Estate Planning

What is Dia de los Muertos? Dia de los Muertos, or Day of the Dead is a celebration to honor deceased ancestors and loved ones. Observed on November 1st in the United States, Dia de los Muertos originated in Mexico, but similar observances (All Souls Day, All Saints Day, Obon Festival (Buddhist), Pchum Ben Day […]
Texas Estate Planning Essentials

There are many legal strategies involved in estate planning, including wills, revocable living trusts, irrevocable trusts, powers of attorney, and health care documents.
National Estate Planning Awareness Week

National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.